Gifts of Stock

Thank you for considering a gift of stock assets to support SVT.

Cedar Tree. Photo by Louis Calisi.

To make a gift of securities to SVT, please

  1. Notify Your Broker
  2. Notify SVT

Complete information is provided below.
 

1. Notify Your Broker

When making a gift to Sudbury Valley Trustees, Inc., in the form of securities, please provide the following instructions to your stockbroker for delivery of the gift. 

DTC (Depository Trust Company) Instructions:

DTC #0062
Vanguard Brokerage Services
P.O. Box 1170
Valley Forge, PA 19482-1170

Vanguard Account # 89487493
In favor of Sudbury Valley Trustees

Vanguard Brokerage Department
Phone: 800-992-8327
100 Vanguard Blvd.
Malvern, PA 19355 

Sudbury Valley Trustees Tax Identification Number: 04-6049963

Note: The letter of instruction to your broker should include the number of shares and the desired disposition of your gift within SVT.
 

2. Notify SVT

Please also notify SVT of your gift intent, and please contact us if you have questions:

Cecil Hynds-Riddle, Director of Development
Phone: 978-443-5588, x111
E-mail: [email protected]